Sentences with phrase «yield portfolio»

I was quite surprised to see that those four stocks didn't beat the high yield portfolio over the past five years.
We believe this stringent process in identifying value opportunities has the potential to yield a portfolio of high - quality, dividend - paying companies.
I was quite surprised to see that those four stocks didn't beat the high yield portfolio over the past five years.
The high - dividend - yield portfolios do not generate statistically significant differences in excess returns.
The second was the introduction of several high - yielding portfolio credit - linked notes that were targeted at retail investors.
Specifically, learn if this small but fast - growing REIT may have what a diversified, high - yield portfolio needs, especially at today's valuations.
The lower volatility of the high dividend — yield portfolio increases the volatility of the long — short portfolio used in the statistical test and renders the difference statistically insignificant.
Our analysis of a combined dividend and free cash flow yield portfolio [3] showed that a stable dividend income can be achievable when funded by sufficient free cash flow.
I could boast all day about having a 10 % or 12 % dividend yield portfolio, but it's meaningless if I only have $ 100 in capital.
Therefore if you would have a very high yielding portfolio, and you can actually manage a safe withdrawal rate of 7 %, would be done pretty quickly.
Prior to joining Delaware Investments, Mr. Rabe was a high yield portfolio manager for Conseco Capital Management for five years.
How much you'd have to invest to receive $ 25k / year would really depend on what kind of yield your portfolio generates.
I'll give you a scoop right away; the high dividend yield portfolio even beat my «DSR four stocks portfolio».
The 100 % Earnings Yield portfolio compounded at 18.6 %, whereas the 50/50 and 100 % ROIC portfolios returned 16.8 % and 13.5 %, respectively.
Prior to co-founding Peritus, Mr. Gramatovich was a Portfolio Manager with Smith Barney's Asset Management Division in Los Angeles, where he managed high yield portfolios for high net worth individuals and institutions.
Its underlying index selects and weights its bonds by market value, and this method yields a portfolio that aligns well with our benchmark in terms of credit tranches and maturity buckets, with the only notable difference being a slightly lower YTM.
Although the high - yield portfolio delivered both higher dividend yield and total return, it also had a higher percentage of delisted companies1 and slower dividend growth.
The risk rating reductions affect BMO Private Canadian Special Equity Portfolio, BMO Private Diversified Yield Portfolio and BMO Private U.S. Special Equity Portfolio
The high - yield portfolio provides a much higher realized dividend yield (5.6 % vs. 2.9 %) and total return (12.3 % vs. 10.2 %) with lower volatility (14.2 % vs. 14.8 %).
The S&P Access Hong Kong Low Volatility High Dividend Index and the simple high dividend yield portfolio outperformed the HSCI in seven and six out of ten of these market cycle phases, respectively.
With this in mind if we were to receive $ 100,000 in dividends per year, we would have to have $ 5 million invested in the S&P 500 index or equivalent yielding portfolio of companies.
The fact they can earn a 20 % Return on Equity despite such a safe / low - yield portfolio really tells you the strength of the underlying insurance business!
For example, in the popular High Yield Portfolio strategy the rule (from memory) is that each of the 15 stocks in the portfolio should come from a different industry, or more specifically, a different FTSE Sector.
Before joining Eaton Vance, he was a high - yield portfolio manager with Threadneedle Asset Management.
The high yield portfolio generated almost 20 % more than the DSR portfolio.
I'll give you a scoop right away; the high dividend yield portfolio even beat my «DSR four stocks portfolio».
For example, although the 100 % earnings yield portfolio does best across the 40 - year period, the Good Company (100 % ROIC) portfolio wins in the 1990s.
GCE tracks an index of US - listed closed - end funds, aiming for exposure to a high - yield portfolio of closed - end funds with big asset bases and high liquidity, and which trade at attractive discounts to NAV.
It is true that we have sold CVX in our portfolios not so long ago because we believe there was better opportunity, but I didn't want to take only super winners to go against the high dividend yield portfolio.
High Yield Portfolio Manager: «X Corp bonds are going to be downgraded by (S&P / Moody's / Fitch — pick one or many) soon.
The $ 450,000 proceeds from the sale will only generate approximately $ 13,500 a year if it's dumped into a 3 % dividend yielding portfolio.
But I'm not suggesting a high yield portfolio would necessarily beat the market.
As it was the case with the high yield portfolio, I must admit the return has been generated by a single company: Helmerich & Payne.
Now we see the real weakness of a high yield portfolio; it all goes well when the market is up... but it goes horribly wrong when the market goes down.
This is quite a difference compared to the high yield portfolio.
If I compare the high yield portfolio to the DSR portfolio over a 12 months period, the DSR portfolio easily win by more than doubling the high yield portfolio return.
It aims for net -7 years portfolio duration by holding a short - term high - yield portfolio and aggressively shorting Treasury futures.
I don't give advice, but I do wish she'd sold those shares, or at least diversifed into a broader high yield portfolio.
Previously, I have held several banks for their dividend, as part of a high - yield portfolio.
There's little sign of any contagion spreading into the exchange - traded funds investors use to bet on diversified high - yield portfolios.
A lover of dividends will quickly note that the Dividend Yield portfolio (# 5) out performed the broader market portfolio (# 6) in this period.
Previously, Mr. Hoff managed the high - yield portions of the Fidelity Asset Manager funds and several international high - yield portfolios.

Phrases with «yield portfolio»

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